What is the CFP® mark?

More training. More experience. Tested knowledge.

A CERTIFIED FINANCIAL PLANNER™ professional is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark. Only one in five advisors nationwide hold this designation.^

In order to obtain the CFP® mark, an advisor must:

  • Hold a bachelor's degree from an accredited college or university
  • Complete a Certified Financial Planner Board-registered education program
  • Pass the 10-hour CFP® certification exam
  • Have at least three years of qualifying full-time work experience in financial planning
  • Pass a professional fitness standards and background check

Once appointed, a CFP® professional must meet continuing education requirements every other year in order to maintain the certification.

Patrick Huey has earned the CFP® mark

Patrick HueyAs a CERTIFIED FINANCIAL PLANNERTM practitioner, Patrick Huey has met rigorous education, examination, and experience standards set by the Certified Financial Planning Board of Standards, Inc. Patrick's distinguished certification means he has the long-term experience and in-depth knowledge to provide excellence in financial planning.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

^CFP Board Report  *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.